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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Sharing Salesforce dashboards between groups with different field permissions is fundamentally impossible due to the platform’s architecture. Dashboard components require all fields to be accessible to all viewers, making true multi-group sharing impossible with different permission sets.
Here’s how to create sophisticated multi-group dashboard sharing that respects different field permissions without the architectural limitations.
Build multi-group dashboard sharing using Coefficient
CoefficientNative Salesforce forces you to create duplicate dashboards for each group, remove sensitive fields entirely, or compromise security by broadening permissions.provides a superior solution by leveraging spreadsheet permission controls to create group-specific views from a single data source.
This approach eliminates technical barriers while providing enhanced flexibility for complex multi-group scenarios that Salesforce simply can’t handle.
How to make it work
Step 1. Import your complete Salesforce data using Coefficient’s comprehensive field access.
Create a central data import from your Salesforce reports with full field access. This becomes your master dataset that feeds all group-specific views without the validation issues that prevent dashboard sharing.
Step 2. Create group-specific sheet tabs with tailored field sets.
Set up separate tabs for each group – “Sales_Team” showing pipeline fields only, “Finance_Team” including commission and cost data, “Executive_Team” with complete datasets and profitability metrics. Each tab pulls from the same source but displays appropriate fields.
Step 3. Configure automated data distribution with scheduled refreshes.
Set up refresh schedules that keep all groups current with live Salesforce data. Use hourly updates for active sales teams, daily for management, and weekly for executive reporting. All groups stay synchronized automatically.
Step 4. Apply granular sharing controls through spreadsheet permissions.
Use Google Sheets or Excel sharing settings to grant each group access only to their designated tabs. This creates true multi-group sharing while respecting field permission boundaries that Salesforce dashboard components can’t handle.
Step 5. Implement advanced multi-group features.
Add role-based formula calculations that auto-fill differently for each permission level. Set up customized alert systems with different triggers for each group using Slack or email integration. Create conditional exports back to Salesforce based on group-specific criteria.
Enable true multi-group dashboard sharing
Start buildingThis solution eliminates the technical barriers that prevent effective dashboard sharing in Salesforce while providing superior functionality for complex permission scenarios. Each group gets appropriate access without compromising security or creating maintenance overhead.multi-group dashboards that actually work.
